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SteelPeak Wealth’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

SteelPeak Wealth’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-28,962
Closed -$1.26M – 575
2025
Q3 		$1.26M Buy
28,962
+8,105
+39% +$351K 0.04% 260
2025
Q2 		$873K Buy
+20,857
New +$861K 0.03% 288

Other funds holding FDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

SteelPeak Wealth's FDL Position: Q4 2025 in Review

SteelPeak Wealth sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2025, closing a stake of 28,962 shares — an estimated $1.26M sold.

SteelPeak Wealth first reported a position in FDL in Q2 2025 and held it in 2 quarters. The position peaked at $1.26M in Q3 2025. 466 funds tracked by Wall St. Rank hold FDL as of Q4 2025.

  • SteelPeak Wealth reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 28,962 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2025, an estimated $1.26M.
  • SteelPeak Wealth first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2025 and held it in 2 quarters.
  • SteelPeak Wealth's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.26M in Q3 2025.
  • 466 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.